第7章 付録

第8章 WealthInsightについて

図表一覧

This report is the result of WealthInsight's extensive research covering the high net worth individual (HNWI) population and wealth management market in Brazil.

Summary

This report reviews the performance and asset allocations of HNWIs and Ultra HNWIs in Brazil. It also includes an evaluation of the local wealth management market.

Scope

Independent market sizing of Brazilian HNWIs across five wealth bands

HNWI volume, wealth and allocation trends from 2009 to 2013

HNWI volume, wealth and allocation forecasts to 2018

HNWI and UHNWI asset allocations across 13 asset classes

Geographical breakdown of all foreign assets

Alternative breakdown of liquid vs investable assets

Number of UHNWIs in major cities

Number of wealth managers in each city

City wise ratings of wealth management saturation and potential

Details of the development, challenges and opportunities of the wealth management and private banking sector in Brazil

Size of the Brazilian wealth management industry

Largest private banks by AuM

Detailed wealth management and family office information

Insights into the drivers of HNWI wealth

Reasons To Buy

The WealthInsight Intelligence Center Database is an unparalleled resource and the leading resource of its kind. Compiled and curated by a team of expert research specialists, the database comprises dossiers on over 95,000 HNWIs from around the world.

The Intelligence Center also includes tracking of wealth and liquidity events as they happen and detailed profiles of major private banks, wealth managers and family offices in each market.

With the Database as the foundation for our research and analysis, we are able obtain an unsurpassed level of granularity, insight and authority on the HNWI and wealth management universe in each of the countries and regions we cover.

Report includes comprehensive forecasts to 2018.

Also provides detailed information on UHNWIs in each major city.

Table of Contents

Table of Contents

LIST OF TABLES

LIST OF FIGURES

1. Introduction

1.1. Details of this Report

1.2. Definitions

2. Executive Summary

3. Wealth Sector Fundamentals

3.1. Political Background

3.2. Economic Background

3.3. Social Background

3.4. Benchmarking Brazilian Wealth in Context

3.4.1. Distribution of wealth in Brazil

3.5. HNWI Volume and Wealth Trends

4. Findings from the WealthInsight HNWI Database

4.1. Trends in HNWI Wealth to 2018

4.1.1. HNWI trend analysis

4.1.2. Wealth band trends

4.1.3. Demographic breakdown of HNWIs

4.1.4. HNWIs - job titles

4.1.5. HNWIs - industry breakdown

4.1.6. HNWIs - industry performance

4.1.7. HNWIs - breakdown by city

4.1.8. HNWIs - city performance

4.1.9. HNWIs - city population densities

4.1.10. HNWIs - city forecasts

4.1.11. HNWIs - breakdown by state

4.1.12. HNWIs - state performance

4.1.13. HNWIs - state population densities

4.2. UHNWIs

4.2.1. UHNWI volume trend analysis

4.2.2. UHNWI wealth trend analysis

4.2.3. Demographic breakdown of UHNWIs

4.2.4. UHNWIs - industry breakdown

4.2.5. UHNWIs - city breakdown and performance

4.3. UHNWIs - Billionaires

4.3.1. Billionaire volume trend analysis

4.3.2. Billionaire wealth trend analysis

4.3.3. Billionaire per capita net worth trend analysis

4.3.4. List of billionaires

4.4. UHNWIs - Centimillionaires

4.4.1. Centimillionaire volume trend analysis

4.4.2. Centimillionaire wealth trend analysis

4.4.3. Centimillionaire per capita net worth trend analysis

4.5. UHNWIs - Affluent Millionaires

4.5.1. Affluent millionaire volume trend analysis

4.5.2. Affluent millionaire wealth trend analysis

4.5.3. Affluent millionaire per capita net worth trend analysis

4.6. Core HNWIs

4.6.1. Core HNWI volume trend analysis

4.7. Core HNWIs - Mid-Tier Millionaires

4.7.1. Mid-tier millionaire volume trend analysis

4.7.2. Mid-tier millionaire wealth trend analysis

4.7.3. Mid-tier millionaire per capita net worth trend analysis

4.8. Core HNWIs - Lower-Tier Millionaires

4.8.1. Lower-tier millionaire volume trend analysis

4.8.2. Lower-tier millionaire wealth trend analysis

4.8.3. Lower-tier millionaire per capita net worth trend analysis

5. Analysis of Brazilian HNWI Investments

5.1. Analysis by Asset Class

5.1.1. Trends in alternative assets

5.1.2. Trends in 'art, wine and wheels'

5.1.3. Trends of investments in real estate

5.1.4. Trends of investments in cash and deposits

5.1.5. Trends of investments in fixed-income

5.1.6. Investment trends in equity

5.1.7. Investments trends in business interests

5.2. Analysis of Foreign Investments

5.2.1. Investments in Europe

5.2.2. Investments in North America (including the US, Mexico and the Caribbean)